Online View & Transaction of Portfolio
We will provide online access with log in details, wherein you can view the Portfolio 24*7. We also provide online transacting of mutual funds i.e Purchase / Sell / Switch / SIP / STP / SWP etc. This facility is available through National Stock Exchange Mutual Fund Platform (NSEMF) which is a leading stock exchange of India.
Learn more about NSEMF
Mobile Application
A Customized Mobile Application will help you to track and transact your investment on your mobile at your convenience.
Monthly / Quarterly / Annual Reports
We will be sending the monthly reports which will carry the following details.
- Absolute and Annualised Return
- Asset Allocation
- Realised / Unrealised Gain Loss
- Transaction details
- Dividend History
- Tax implications
Tax Computation
We send complete details on the tax computation on all funds and the overall tax liability for the year. The report is send in the first week of April of every year so that clients can submit the same to their CA's for final tax computation We will also send a report on tax liability report at the end of November every month so that tax planning can be done for the remaining portion of the year
Record Management
